The questionnaire returns a score on the basis of which clients fall in either of the category mentioned below. This assessment is made solely on the basis of the financial situation of the client and the answers selected by him / her.

Risk assessment and product Recommendations

The maximum total is 70, if client scores less than 25 he is a low risk appetite client, if client scores between 25-44, he is a medium risk appetite client and if scores above 45 he is high risk appetite client.

Low risk appetite client will not be offered any services.

Risk Based Classification of the Services

S. No. Product Range Risk Classification
1 All Premium Plans 0-18 Low
2 All Premium Plus & Premium HNI Plans 19-36 Medium
3 All Ultra Premium & Ultra Premium HNI Plans 37-57 Moderate
3 All Ultra Premium & Ultra Premium HNI Plans >57 High

 

  • Identifying your Investment Profile Please answer questions 1 – 18

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* Fill your details.

Name*
Contact*
1. What is your Age Group? *
2. Your Investment Goal can be defined as ? *
3. What is your occupation? *
4. What is yours Yearly Income Range? *
5. What is yours Trading Amount? *
6. What is your Preferred Trading Pattern? *
7. What is your total trading experience? *
8. You are quite experience with? *
9. What percentage of monthly income is allocated to all EMI ? *
10. Approx Value of assets held like property, FD, Shares, Mutual Fund etc.? *
11. Count of financially dependents person on you ? *
12. What is the size of your emergency fund ? *
13. Your risk tolerance capacity, in terms of loss in your investment amount which You can bear? *
14. What is your experience with Equity investments? *
15. What is your experience with Commodity investments? *
16. What is your experience with Forex investments? *
17. When market is volatile, would you like to invest in more risky investment instead of less risky investment to earn high return?/Direct questions to ascertain risk appetite? *
18. High risk is associated with high return, medium risk is associated with medium returns and low risk is associated with low returns? What risk you can bear ?/ Direct questions to ascertain risk appetite? *

YOUR SCORE IS [field11+field51+field60+field59+field58+field57+field56+field55+field54+field53+field52+field62+field67+field66+field64+field63+field61]

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CLIENT TESTIMONIALS

Swati Jha


I am a beginner in this trading and investment world, but the way these guys have helped me in my learning and providing the best research calls is extraordinary. Got a good profit in less time, I have recommended this company to my friends as well.
4.0
2019-12-26T07:01:17+05:30
I am a beginner in this trading and investment world, but the way these guys have helped me in my learning and providing the best research calls is extraordinary. Got a good profit in less time, I have recommended this company to my friends as well.

Palash Kulkarni


I have been associated with Garuda Finance for the last 2 months, joined the service of Ultra Premium Equity. As a trader I am fully satisfied with the services, support & research these guys are providing. Expecting the same kind of support in the future.
5.0
2019-12-26T07:02:12+05:30
I have been associated with Garuda Finance for the last 2 months, joined the service of Ultra Premium Equity. As a trader I am fully satisfied with the services, support & research these guys are providing. Expecting the same kind of support in the future.

Raj


I thank Garuda Finance for providing me the best equity and nifty recommendations, also for handling my portfolio. The way your team has supported me is all I expect in the future.
4.0
2019-12-26T07:02:49+05:30
I thank Garuda Finance for providing me the best equity and nifty recommendations, also for handling my portfolio. The way your team has supported me is all I expect in the future.
4.3
3

Need Help? Get a Call Back From Our
Market Experts

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Garuda is the symbol of courage and prosperity. We believe that the people entering into stock market are aware of the risk and returns involved with investment in stock market. Therefore, we call it as a courageous approach from clients end, and with our time and tested financial models to generate high quality signals we try to make sure that the investment made by the clients grow by leaps and bounds for their prosperity. Garuda Finance is a pure play SEBI Registered financial advisory and consulting company. We are a team of highly qualified professionals who are working with complete dedication towards the achievement of financial goals of our clients. We are not associated with any brokers and therefore provide unbiased research to our clients which is discretionary service. We strive hard to make our clients satisfied with our return strategy so that the financial future of them is secured.

Capital @ Risk

With investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. A Stock, Commodity & Currency may not be right fit for everyone. Investing/Trading is subject to market risk. Please read all the documents before investing.

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